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iShares Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$72.7M +$2.19M +32,926 +3%
Morgan Stanley
2
Morgan Stanley
New York
$61M -$4M -60,093 -6%
LPL Financial
3
LPL Financial
California
$28M +$2.92M +43,829 +12%
RJA
4
Raymond James & Associates
Florida
$23.7M -$1.65M -24,844 -7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.7M -$2.25M -33,825 -10%
Wells Fargo
6
Wells Fargo
California
$15.5M +$158K +2,375 +1%
AAS
7
Avantax Advisory Services
Texas
$14.7M -$762K -11,453 -5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$12.2M +$46.8K +704 +0.4%
Bank of America
9
Bank of America
North Carolina
$11.4M -$17.1K -257 -0.2%
MTC
10
Matrix Trust Company
Colorado
$10.4M -$247K -3,715 -2%
Ameriprise
11
Ameriprise
Minnesota
$10M +$128K +1,922 +1%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.15M +$938K +14,094 +12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.17M -$6.16M -92,516 -46%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.9M -$913K -13,722 -12%
WCAMG
15
Woodard & Company Asset Management Group
North Carolina
$6.82M +$6.74M +101,336 New
PFG
16
Pacific Financial Group
Washington
$6.54M +$6.46M +97,168 New
GIA
17
Gladstone Institutional Advisory
Florida
$6.34M +$6.27M +94,192 New
BWM
18
Benchmark Wealth Management
Connecticut
$6.25M +$219K +3,290 +4%
CAN
19
Cetera Advisor Networks
California
$5.43M +$244K +3,667 +5%
YWS
20
Yarger Wealth Strategies
Ohio
$4.81M +$729K +10,950 +18%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.33M -$135K -2,034 -4%
KCM
22
Karp Capital Management
California
$3.33M -$1.16M -17,384 -26%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$3.17M +$3.13M +46,977 New
S
24
Surevest
California
$3.03M +$2.83M +42,557 +1,766%
KAS
25
Kestra Advisory Services
Texas
$3.02M +$533K +8,005 +22%